Partner Types



Preferred Plus

Dynasty Financial Services

Dynasty gives advisors the tools and support they need to own their independence and build their business for the long term.

Dynasty Financial Partners provides independent advisors, whether established or breakaways, with everything needed to run a successful firm—including a cohesive technology platform, outsourced investment management, consulting services and capital for strategic growth. Dynasty’s close relationship with Addepar creates a community for advisors to collectively access best practice advice on utilizing technology to its fullest and managing an effective business. Through Dynasty, advisors of all sizes can extend their capabilities with best-in-class resources and support.